Integration · CRM · Flagship
Turn HubSpot into a phone system that AI runs for you
HubSpot’s native calling is a starter feature; DialPhone is a full AI-powered phone system that embeds inside HubSpot. Click-to-dial from any record, AI transcription auto-logged to the activity timeline, bi-directional sync with workflows, AI SMS drafting inside HubSpot, and Smart Virtual Concierge lead triage. Included on the DialPhone Advanced plan at $34 per user per month.
What it does
- Click-to-dial on every phone number in every HubSpot record (contacts, companies, deals, tickets, custom objects)
- AI call transcription auto-logged to the activity timeline with sentiment, action items, keywords
- AI-generated call summary posted as a note on the matching HubSpot record
- Bi-directional sync — DialPhone events trigger HubSpot workflows; HubSpot events trigger DialPhone workflows
- AI SMS drafting inside the HubSpot UI — context-aware replies built from the full contact record
- Smart Virtual Concierge lead triage — the AI Receptionist creates contacts in HubSpot with enriched firmographic data
- Screen pop on inbound — matching HubSpot record opens automatically when the rep answers
How setup works
- Install from HubSpot App Marketplace. One-click OAuth from your HubSpot Settings → Integrations page.
- Map fields and assign users. Default mappings cover standard objects; customize for custom properties through the DialPhone admin portal.
- Enable the DialPhone panel on whichever records you want it visible — contacts, companies, deals, tickets.
Most deployments are calling from HubSpot within 15 to 20 minutes. Custom-object integrations take 1 to 2 hours depending on the object count and custom property complexity.
Every activity logged without effort
The problem with CRM tools isn’t that they lack features — it’s that reps don’t use them. DialPhone fixes that by removing the data entry.
- Calls create activity records automatically with full transcript, AI summary, sentiment, and recording (if enabled)
- SMS threads attach to the contact with every message timestamped
- Meetings from DialPhone Video post summaries to HubSpot with action items
- Missed calls create tasks for follow-up with AI-drafted SMS going out immediately
- Voicemails transcribe and post to the activity timeline
Rep productivity tools usually promise time savings; this one delivers them by eliminating the copy-paste.
Bi-directional sync with HubSpot workflows
HubSpot → DialPhone: A deal moves to “Contract Sent” → DialPhone schedules a follow-up SMS cadence. A lifecycle stage changes to “Customer” → DialPhone removes the lead from outbound dial queues.
DialPhone → HubSpot: An inbound call from an unknown number → HubSpot contact created with enriched details. A call’s AI sentiment drops below threshold → ticket auto-created and assigned to the account manager.
Custom properties, custom objects, workflow triggers, and dynamic lists — all supported.
AI SMS drafting inside HubSpot
Incoming SMS surfaces in the DialPhone panel inside the HubSpot UI. AI drafts a suggested reply based on:
- The full HubSpot contact history
- Recent deal stage and lifecycle stage
- Recent marketing emails sent to the contact
- Your approved team playbooks
Reps edit or send with one click without switching apps. Outbound threads post to the contact timeline automatically.
Smart Virtual Concierge + HubSpot
Pair the integration with the AI Receptionist and inbound calls to your main line go through a 24/7 AI that:
- Greets the caller, identifies intent
- Checks HubSpot for a matching contact (by phone number)
- If no match, creates a new contact in HubSpot with captured details plus firmographic enrichment
- Books an appointment on the right rep’s HubSpot-connected calendar
- Sends a confirmation SMS
- Logs everything — transcript, AI summary, outcome — to the contact’s activity timeline
The ROI math: a missed inbound call costs somewhere between $100 and $10,000 in pipeline value depending on your ACV. The AI Receptionist at $59/month pays back in the first captured lead.
HubSpot vs native HubSpot calling
| Feature | HubSpot Calling (native) | HubSpot + DialPhone |
|---|---|---|
| Minutes per user | Limited by tier | Unlimited domestic |
| HD voice | Basic | ✓ Carrier-grade |
| Mobile apps | Basic | ✓ Full iOS/Android |
| Business SMS | No | ✓ With AI drafting |
| Video meetings | No (separate Meetings tool) | ✓ Included, 200 participants |
| Online fax | No | ✓ HIPAA-compliant |
| AI transcription | Basic | ✓ Real-time with sentiment |
| AI SMS drafting | No | ✓ |
| AI Receptionist (24/7 answering) | No | ✓ From $59/mo |
| Contact center (CCaaS) | No | ✓ From $65/user |
| Number porting | Limited | ✓ Free, 105 countries |
| HIPAA BAA | No | ✓ |
HubSpot’s native calling is adequate for occasional outbound; DialPhone is for teams that do meaningful call volume and want their CRM to actually reflect what’s happening.
Included on Advanced and Ultra
- Advanced — $34/user/mo includes the HubSpot integration, bi-directional sync, click-to-dial, AI transcription, AI SMS drafting
- Ultra — $54/user/mo adds real-time analytics, unlimited storage, dedicated CSM, custom API access
The HubSpot integration is not charged separately. You still pay HubSpot for your HubSpot subscription directly.
See DialPhone pricing → · Compare DialPhone to other HubSpot phone options
Who this is for
- Sales teams using HubSpot Sales Hub — replace native calling with unlimited minutes, AI transcription, predictive dialer
- Marketing teams needing SMS cadences tied to contact workflows
- Service teams using HubSpot Service Hub — voice tickets with AI Agent Assist
- Agencies managing multiple client HubSpot portals — DialPhone supports multi-tenant setups
Related content
- DialPhone for Salesforce — alternative CRM integration
- DialPhone for Microsoft Teams — if your team lives in Teams
- Sales phone system solution
- AI Conversation Expert — conversation intelligence on top of HubSpot
- All integrations